Build a Financial Dashboard in Excel - Dynamic Dashboards and Templates

How to Build a Financial Dashboard in Excel - Dynamic Dashboards and Templates
🚀P&L Dashboard: excelkid.com/profit-and-loss-...
🚀Download the dashboard: exceldashboardschool.com/fina...
Today’s video provides an overview of our brand-new financial dashboard.
This free #excel #dashboard takes key financial metrics to deliver an overview of the company’s liquidity.
Our goal is to focus on data visualization, not data entry. We’ve just created modern charts to visualize the most important metrics and trends. Use the waterfall chart to create an income statement. The variance chart enables you to track income and expenses.
If you want to display the Net profit Margin versus the Target, use a double doughnut chart.
On the dashboard sheet, all widget's data are linked to the data sheet.
We'll try to answer the most common questions:
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- How do I create a financial dashboard in Excel?
- How do I create a financial scorecard in Excel?
- How do I create a dynamic dashboard?
- What is KPI in Excel?

[@Mad1080]

Thanks for the wonderful video... means a lot!! Kindly request you provide files, prepare three financial statements, and create a dashboard... in a continuing process... preparation of statements, creating and presenting in the dashboard

[@excelkid]

Hello, take a look: exceldashboardschool.com/financial-dashboard-template/ You can find the improved version excelkid.com/profit-and-loss-statement-template/ In a few days, we'll upload a new video (and a practice file) on how to build a stunning KPI dashboard. We'll demonstrate brand new ways.

[@Mad1080]

@@excelkid Can you plz provide KZbin channel or plateform to learn these things plz

[@GIRISHKUMAR-tz7qb]

Amazing.. Really helpful. Thanks for this

[@excelkid]

Thanks for your kind words! We’re really happy to hear this.

[@sammy0722]

Fabulous chart indeed. Much appreciated !

[@excelkid]

Thanks for your kind words!

[@komolpaul1466]

Very helpful for all stakeholder to easy understanding

[@excelkid]

Thanks for your kind words! We are working on more grid-based dashboards.

[@batnkoraykapt2313]

Thank you for great content and your efforts

[@excelkid]

Glad you like them!

[@AdeKaryadi]

nice video, thanks

[@saverykong2149]

This is great dashboard I have been looking for but net profit chart bar can not longer then total income. Could you release full tutorial video?

[@balbirsinghkalwan4729]

How to give reference to text box to capture color as well.. It comes black instead of red and green

[@speedyfz6882]

i want to learn how this dash board was created. can you please suggest me the link for this dash board training

[@HarryPotter-eh7zj]

Hey guys, thank you for your work. It is amazing !! One question though, how did you create this "Finacial Dashboard" Page where Data Sheet, Dashboard and Calc Sheet are shown? I cant find this in the videos

[@excelkid]

Hi, here is the link: drive.proton.me/urls/EY4RV3GPQ4#LozTPQoIyADi

[@MAZENBIRA]

how I can apply the dashboard on a Public finance results

[@nageswararao5857]

I am not able to download this dashboard please gudi me how to download

[@janedoe4480]

Hello, may I know where this data came from? What business or company? I want to use this template, but I need to know where this data was obtained. Thank you!

[@excelkid]

Hi, the template contains dummy data.

[@zaurmissikov]

Hi! I noticed that the net profit in the Statement diagram and in the cell does not match. I checked ChartDataSheet and Statement Sheet, seems there is a wrong NetProfit formula. Maybe, I'm wrong...

[@excelkid]

Hi, please check the updated dashboard: excelkid.com/profit-and-loss-statement-template/

[@zaurmissikov]

@@excelkid Many thanks

[@nirmal2253]

Could you provide the dataset

[@prismwaretechnologies6934]

Is the VBA code safe in these files?

[@excelkid]

Hello, we'll publish the code soon.

[@samir4290]

Can we use any data in this template ? how we do this ? thank you in advance

[@excelkid]

Hi, absolutely. Just replace data on the 'data' sheet.

[@meredithleonor5035]

what excel version are you using???

[@excelkid]

Hi, We are using Microsoft 365 [Subscription]

[@balbirsinghkalwan4729]

Why don't you make videos on how you prepared this dashboard step by step?

[@excelkid]

Hi, visit our latest step by step guide!

[@omaromeiri]

The Net profit waterfall does not make any sense. How is it greater that the total income?

[@excelkid]

Thanks for your feedback, we'll check it!

[@zahwaniyacine4620]

there no possibelity in your link to download this dashbord

[@excelkid]

Hi, as usual you can download the template @ the end of the article: exceldashboardschool.com/financial-dashboard-template/

[@zahwaniyacine4620]

@@excelkid thankx you so mutch man, am really need it for technical view to my litlle project, just 2 question what mean quiq ratio? & cash at EOM,? and thankx for high quality content

[@jeniecewalker6301]

how do I get to the page to download?

[@excelkid]

Hi, you can find it: exceldashboardschool.com/financial-dashboard-template/

[@coolmanishdhiman]

Where is the template ?

[@excelkid]

exceldashboardschool.com/financial-dashboard-template/

[@leondecartier8643]

Not free. Costs to add plugin.

[@excelkid]

Hi, the template is absolutely free. You can download the improved version here: excelkid.com/profit-and-loss-statement-template/